10100 West Charleston Blvd.
#213
Las Vegas, Nevada 89135-5001
Tel: 702-805-1010
BUCKLEY WEALTH MANAGEMENT, LLC, formally registered with the SEC as BUCKLEY WEALTH MANAGEMENT, LLC. The firm was established in 02/17/2017. They have over 1 offices throughout the country.
BUCKLEY WEALTH MANAGEMENT, LLC is a Las Vegas, Nevada based Financial Planning firm with nearly $485,232,848 assets under management, offering retirement planning & investment advisory services to 612 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 285823 |
SEC# | 801-109016 |
Assets Managed by Firm | $485,232,848 |
No. of Clients | 612 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 612 | $485,232,848 |
Individuals (other than high net worth individuals) | 84 | $17,631,331 |
High net worth individuals | 116 | $352,885,119 |
Pension and profit sharing plans | $11,128,591 | |
Charitable organizations | 8 | $91,365,875 |
Corporations or other businesses | 9 | $12,221,932 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$21,495,960,000 | 30 | 5 | |
$16,666,770,589 | 127 | 8 | |
$6,107,388,811 | 106443 | 26 | |
$3,855,302,523 | 16063 | 226 | |
$3,423,013,375 | 6588 | 85 |
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